At a Glance
- Tasks: Conduct in-depth research and analysis on companies, build financial models, and evaluate investment opportunities.
- Company: Leading global investment firm with a strong track record in innovative investing.
- Benefits: Competitive salary, professional development, and exposure to high-stakes investment strategies.
- Other info: Fast-paced environment with excellent career growth potential.
- Why this job: Join a dynamic team and make impactful decisions in the world of finance.
- Qualifications: Degree in Finance or related field, plus relevant experience in investment banking or buy-side roles.
The predicted salary is between 50000 - 70000 € per year.
Our client, a leading global investment firm with a strong track record in event-driven and fundamental investing, is seeking a highly analytical and motivated Investment Analyst to join its London-based investment team.
Responsibilities
- Conduct in-depth fundamental research and analysis on publicly listed companies across a range of sectors and geographies.
- Build and maintain detailed financial models, including valuation, scenario, and downside analyses.
- Support the evaluation of investment opportunities within event-driven and long/short equity strategies.
- Monitor corporate events such as mergers and acquisitions, restructurings, spin-offs, and other catalysts.
- Prepare investment presentations and written recommendations for senior investment professionals.
- Track portfolio positions and assist with ongoing monitoring of existing investments.
Qualifications
- Bachelor’s or Master’s degree in Finance, Economics, Accounting, Engineering, or a related field.
- 2–3 years of experience in Investment Banking (M&A, Leveraged Finance, or Industry Groups), and/or 1–2 years of buy-side experience within a fundamental investment strategy (e.g., Long/Short Equity, Event-Driven, or Special Situations).
- Strong financial modelling, valuation, and analytical skills.
- Demonstrated interest in public markets and fundamental investing.
Associate (Planning) in London employer: Wealth Wings
Join a prestigious global investment firm in London, where you will thrive in a dynamic and collaborative work culture that values analytical thinking and innovation. With a strong commitment to employee development, the firm offers extensive growth opportunities and mentorship from seasoned professionals, making it an ideal environment for those seeking a meaningful career in finance. Enjoy the unique advantage of working in one of the world's leading financial hubs, surrounded by industry experts and cutting-edge market insights.
StudySmarter Expert Advice🤫
We think this is how you could land Associate (Planning) in London
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment field on LinkedIn or at industry events. We can’t stress enough how valuable personal connections can be in landing that dream job.
✨Tip Number 2
Prepare for interviews by brushing up on your financial modelling and valuation skills. We recommend doing mock interviews with friends or mentors to get comfortable discussing your analytical approach.
✨Tip Number 3
Showcase your passion for public markets! During interviews, share insights on recent market trends or corporate events. This will demonstrate your genuine interest and analytical mindset to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Associate (Planning) in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the role of an Investment Analyst. Highlight your analytical abilities and any relevant experience in financial modelling or investment strategies.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about investment analysis and how your background makes you a great fit for our team. Be specific about your interest in event-driven and fundamental investing.
Showcase Your Analytical Skills:In your application, don’t just list your skills—demonstrate them! Include examples of how you've conducted research or built financial models in previous roles. This will help us see your potential as an Investment Analyst.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Wealth Wings
✨Know Your Numbers
Make sure you brush up on your financial modelling and valuation skills. Be prepared to discuss specific models you've built in the past and how they influenced investment decisions. This will show your analytical prowess and understanding of the role.
✨Research the Firm
Dive deep into the firm's investment strategies, particularly their event-driven and long/short equity approaches. Understanding their recent investments and market outlook will help you tailor your responses and demonstrate genuine interest.
✨Prepare for Case Studies
Expect to tackle case studies or hypothetical scenarios during the interview. Practise analysing a company’s financials and presenting your findings succinctly. This will showcase your ability to think critically and communicate effectively under pressure.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s investment philosophy and future direction. This not only shows your enthusiasm but also helps you gauge if the firm aligns with your career goals. Engaging in a two-way conversation can leave a lasting impression.
